Customer Table

Records information about your customers.

The table contains information used by a range of facilities that can help minimize customer costs. For example, credit limit, balance amount and payment term facilities make it possible for the program to issue a credit and an overdue balance warning when you enter a sales order. Furthermore, reminder term and finance charge term facilities allow you to invoice interest and/or additional fees.

The Customer table contains a card for each customer, on which you enter basic information such as name, address, and discount possibilities. Each customer must also have an identifying number. When you enter the customer number elsewhere in the program (on a sales quote, for example), the program will automatically use information from the Customer table for that particular customer.

Before you can post to a customer, you must set up a connection from the customer card to a balance sheet account in the chart of accounts. You must set up a connection to an income statement account. You do this with posting groups, which you must enter in the Gen. Bus. Posting Group and Customer Posting Group fields. The posting groups are set up in the Gen. Business Posting Group and Customer Posting Group tables.

Once you have set up posting groups, you can enter them in the Gen. Bus. Posting Group and the Customer Posting Group fields on customer cards. Then when you post to a customer account, corresponding entries will automatically be created in the associated G/L accounts. The general ledger will therefore always agree with the customer's balance.

You can post to a customer in an unlimited number of currencies. The resulting customer ledger entries will show the currency of each entry.

The program can display the customers in two different windows:

• The Customer Card window has a card for each customer, containing all the fields you have selected. You can therefore see many fields for each customer.

• The Customer List window displays all the customers, with a line for each; therefore, fewer fields are displayed for each customer.

List of Fields in the Table

The following table lists the fields in this table.

See Also

Reference

Customer Card